Skip to main content

Introducing All Star Charts Institutional

October 4, 2018

Over the past decade, I’ve been fortunate enough to do business with most of the largest financial institutions in the world. Banks, Hedge Funds, Family Offices, RIAs and other big buyers have counted on me, and now us as team, to help them allocate assets more successfully.

Our idea flow comes within the context of a global macro perspective. Individual stock trades are ultimately derived from both cross-asset analysis and risk vs reward, which we are always trying to skew in our favor. Many of our customers come just for the risk management strategies. They are fundamentally focused but want to better understand what the technicals are reflecting in terms of risk. Others come for the trade idea generation looking to add alpha, knowing the team is constantly reevaluating the current market conditions

While we have already been ​doing work with private clients​ over the past few years, we will now be officially opening it up to the public as a stand alone business. You can apply for an Allstarcharts Institutional Account here.

We've been around. We understand that the business has changed. It is not like the old days where Traders and Advisors had a team of analysts to help them with decision making. Wall Street firms can’t exchange research for trading commissions anymore, under the new laws changing. Even if they could, the spreads aren’t what they used to be anyway and the business has been flawed with the improvements in electronic access and trading. The lawmakers have just sped up the process and are helping them finally go extinct. A void has been left and we’ve been selected by all of you to fill it. So thank you for that.

We have built a team capable of providing excellent research and customer service. So far in 2018, we have already made two key acquisitions to our team. We have added Tom Bruni, formerly of Ernst & Young, to provide technical analysis in both the U.S. and foreign markets. Additionally, Sean McLaughlin joined the team in Q2 as our Chief Options Strategist, helping our clients better express their views in the derivatives markets.

With this new Institutional offering, the firm has hired Jonathan Bloom, who brings 20 years of experience on the Sell Side, as the new Head of Institutional Sales:  

I’m beyond thrilled to be joining such a high caliber team of Technical Analysts led by JC Parets. I’ve known and consumed JC’s work since inception. Therefore, I understand why buy-side accounts have asked Allstarcharts to provide their trusted expertise. Business models have changed so much over the last 5 years. Clients want the best fit for their specific objectives these days, and this is the team to do it.”

The firm’s new offering has been formulated in tandem with buy-side clients wanting higher touch analyst interaction and responsive customer service for today’s dynamic environment. Each client will always have unique needs respective to their process. Allstarcharts’ new platform has been built with that in mind.

It really is a pleasure being in this business. Our clients are the smartest in the market. I learn so much from these regular interactions that I can then put back into my analysis. I would be a fool not to do it. So I encourage you, if you’re looking for more access and a higher touch point product, ​fill out an application​ and our Head of Institutional Sales Jonathan Bloom will get back to you right away.

Thanks again for all the support!

JC

Allstarcharts Institutional

Filed Under